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Trending Articles
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Gap between dream retirement age vs. expectation widens to 5 years: hopes of retiring at 62 fade as expectation shifts to 67
The Retirement Expectation Gap – the gap between when Brits want to retire and when they actually think they will be abl…
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Optimism Ahead of Autumn Budget | Tax-Efficient Investment Magazine Issue 1 | October 2025
Tax-Efficient Investment, Tax-Efficient Investment Magazine
Hello and welcome to the very first issue of our Tax-Efficient Investment (TEI) Magazine! You may have seen that we rece…
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Chancellor Rachel Reeves’ fiscal rules challenge: Three scenarios we could see in the Autumn Budget
Despite efforts to restore credibility, the UK’s fiscal framework is struggling to convince markets. With growth slowing…
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The case for smarter mortgage advice | M&PI 21 | October 2025
Mortgage & Property Investment Magazine
Turning a new leaf in mortgage and property insight As autumn makes its arrival and the leaves begin to turn, this month…
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YouGov poll ahead of November Budget shows over half of the British public want complete abolition of IHT
A YouGov poll commissioned by law firm Kingsley Napley shows 54% – over half of the British public – now want a complete…
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How Aviva’s new guaranteed fixed term income plan reflects modern retirement needs
In the following analysis, Claire Reed, Director of Individual Annuities at Aviva, explores how the insurer’s new Guaran…
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HMRC’s “big data” tax investigation system brings in extra £4.6bn tax in 2024/5 says Pinsent Masons as tax payers face ‘far greater scrutiny’
HMRC’s big data tax investigation system “Connect” has delivered a £4.6bn boost to the Treasury in the past year, a 35%…
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In a ”late-cycle” macro environment, stay risk-on but build diversification: Aberdeen Q4 House View
Aberdeen, the specialist asset manager, has issued its latest quarterly ‘House View’ on the macro-economy and investment…
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Podcast #143: How advisers can help clients avoid a retirement income shortfall with Gill Millen, Managing Director at Bowmore Financial Planning
This week on IFA Talk, Matt Williams and Jenny Hunter are joined by Gill Millen, Managing Director at Bowmore Financial…
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What the Autumn Budget could mean for pensions
As the Government attempts to balance the books in the upcoming Autumn Budget on November 26 and tackle the 30–50 billio…
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Nearly half of brokers experience technical issues with lenders’ technology – reveals finova
New research from finova, the UK’s largest cloud-based mortgage and savings software provider, has today revealed that nearly half (46%) of brokers always…
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How integral is financial advice in the age of sustainability?
It is an integral part of the compliance required within Consumer Duty for advisers to be discussing sustainable investments with clients. As…
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Green Bonds lead the charge as GSS Bond Issuance hits $5 Trillion
Green, Social, and Sustainability (GSS) Bonds market has now surpassed $5 trillion in cumulative issuance, according to the latest quarterly GSS report…
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Alex Upton to lead HTB’s Bridging division Through next phase of growth
Hampshire Trust Bank (HTB) has announced a leadership transition within its Bridging division, with Alex Upton, Managing Director of Specialist Mortgages, assuming full…
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Talk Money Week 2024 – Spreading the word on unclaimed assets
By John Allan, Head of Innovation & Operations, The Investment Association Estimates suggest there may be up to £1.4bn in dormant assets…
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Mortgage Brokers must stay agile to navigate complex lending and meet evolving client needs
Brokers attending Mortgage Brain’s ‘Mortgage Vision’ roadshow have revealed that they are becoming increasingly agile and creative in order to meet the…
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Brown Shipley appoints Robbie Hewitt as Wealth Planner in Edinburgh
Brown Shipley, a Quintet Private Bank, today announced the appointment of Robbie Hewitt as Edinburgh-based Wealth Planner, reporting to Gordon Scott, Head…
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Simon Edelsten to make a comeback with Goshawk
Veteran global equity manager Simon Edelsten is to make a return from retirement to work with his former colleague Alex Illingworth at…
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Just Group report sheds new light on the support DB members want when preparing for retirement
Retirement specialist and leader in the defined benefit (DB) de-risking market Just Group has launched a new member insight report: Tuning into Member Needs. The…
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Age a clear divider in mass affluents’ take on personal finances following general election
Following Labour taking over the political reins and with the Budget just around the corner, new research from Monument, the challenger bank,…
